Client Services Officer

East West Bank • Pasadena, CA

5d • $71,000 - $80,000 • Remote

About The Position

East West Bank is seeking a Client Services Officer to join their APIC team. This position is responsible for providing accurate and efficient service to clients via email, secure message, or virtual communication. The role requires maintaining expected standards of client service, product sales, referrals, and accuracy of account maintenance processed in compliance with Bank guidelines.

Requirements

• Bachelor’s degree in Business, Finance, or equivalent education and related experience preferred
• 5+ years of experience in virtual branch or retail banking environment
• Experience in providing client support
• Advanced troubleshooting and multi-tasking skills
• Strong interpersonal, presentation, and influencing skills
• Knowledgeable of bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Responsibilities

• React proactively to clients’ requests and ensure service level is in line with bank standards
• Handle client’s issues and escalate when appropriate according to manager’s guidance
• Assist team in achieving sales targets through referrals or cross-selling while providing services
• Provide non-cash transaction, support team administrative and operational duties and adhere to control procedures and internal guidelines
• Take ownership of clients’ issues and follow problems through to resolution
• Build and maintain relationship with clients through our digital platform
• Perform other duties as required and assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level